Define Multiple Service workflow process in Sage CRM

By | June 30, 2020

As we know Sage CRM is mostly used because it’s get customize in many ways as per the user requirements. Also in the administration section of Sage CRM there are many settings and options using that user can achieve multiple things without new customization. So in this blog we can see some tricks about workflows for the Case entity. It can be applicable for all the entities.

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In Service industries there are multiple process. In our blog we will see how we can configure Replacement and Refund process via workflow using common entity cases.

Lets modify our case workflow. The first thing you have to do is create two primary rules.

  1. Replace Product
  2. Initiate Refund
Primary Rule
Primary Rule

Once done you can add you transaction rules based on the process that you would like users to process. Refer the below image for the process example.

Designing Workflow
Designing Workflow

Now activate the workflow and click on New record creation (+) icon on main menu as displayed below. You should now see there are two Service cases that you can now create.

Service Cases
Service Cases

Just click the relevant service case that you need to create in Sage CRM. User should now see the related transaction rules configured for the case. Hope this information helps.

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